A simple, clear process from start to finish so you know exactly what to expect.
Estate planning does not need to be complicated or confusing. My goal is to make the process straightforward, efficient, and comfortable — so you understand your options and feel confident in your decisions.
Most clients move through the process in a series of simple steps.
The first step is completing a short online questionnaire so I can understand your goals, family situation, and the type of planning you may need.
This helps make our consultation more productive and focused on your priorities.
After you submit the questionnaire, I will review your information and contact you to schedule a consultation.
We will meet to discuss your situation, goals, and available options. Consultations can take place:
• In person
• By phone
• By secure video meeting
During this meeting, I will explain recommended planning options, answer your questions, and provide clear flat-fee pricing before any work begins.
There is no obligation to move forward after the consultation.
If you decide to proceed, you will receive an engagement agreement outlining the scope of services and the agreed flat fee.
Estate planning services are provided on a flat-fee basis, meaning you know the total cost in advance with no hourly billing surprises.
Payment is completed before drafting begins.
Once the engagement is confirmed, I will prepare your documents based on the decisions we discussed.
Most estate plans are completed within approximately 2–4 weeks after the consultation, depending on complexity and responsiveness during the review process.
My focus is accuracy, clarity, and making sure your documents reflect your goals.
You will receive draft documents to review before signing.
If changes or adjustments are needed, we will revise the documents until everything reflects your wishes correctly.
The goal is for you to fully understand and feel comfortable with your plan before finalizing it.
When documents are finalized, we will schedule a signing appointment.
Most estate planning documents are signed in person to ensure proper execution under New York law and to avoid future complications. If you prefer, documents can also be delivered by mail or electronically with clear signing instructions.
I guide you through the signing process so everything is completed correctly, regardless of the delivery method.
After signing, you will receive:
• Your original signed documents
• A professionally organized binder
• Digital copies for your records
You will also receive guidance on storing documents and next steps, such as funding a trust if applicable.
Most services are offered using flat fees rather than hourly billing. This provides clarity and predictability so you know the cost before moving forward.
If your situation requires something outside standard planning, that will be discussed clearly in advance.
You are encouraged to ask questions at any point in the process. Estate planning involves important decisions, and understanding your options is essential.
Start the Intake Form